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LWM Advisory Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

LWM Advisory Services’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,604
Closed -$338K – 124
2022
Q1 		$338K Sell
6,604
-1,950
-23% -$100K 0.42% 73
2021
Q4 		$440K Buy
+8,554
New +$445K 0.55% 53

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LWM Advisory Services's VTIP Position: Q2 2022 in Review

LWM Advisory Services sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2022, closing a stake of 6,604 shares — an estimated $338K sold.

LWM Advisory Services first reported a position in VTIP in Q4 2021 and held it in 2 quarters. The position peaked at $440K in Q4 2021. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

  • LWM Advisory Services reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2022 after selling out during the quarter.
  • LWM Advisory Services sold 6,604 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $338K.
  • LWM Advisory Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 2 quarters.
  • LWM Advisory Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $440K in Q4 2021.
  • 807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on LWM Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.